JNBA Financial Advisors - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

Quarter-by-quarter ownership
JNBA Financial Advisors ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,593,344
+27.7%
42,574
+32.7%
1.45%
+33.0%
Q2 2023$9,076,218
+154.3%
32,076
+124.2%
1.09%
+134.5%
Q1 2023$3,568,708
+41.4%
14,307
+20.8%
0.46%
+32.2%
Q4 2022$2,524,663
+25.6%
11,847
+26.1%
0.35%
+13.2%
Q3 2022$2,010,000
+22.0%
9,395
+27.2%
0.31%
+24.0%
Q2 2022$1,647,000
-1.6%
7,388
+27.1%
0.25%
+12.6%
Q1 2022$1,673,000
-25.3%
5,815
-16.7%
0.22%
-19.0%
Q4 2021$2,240,000
+18.4%
6,981
+7.1%
0.27%
+7.9%
Q3 2021$1,892,000
+1.2%
6,5190.0%0.25%
+0.4%
Q2 2021$1,870,000
+13.8%
6,519
+2.0%
0.25%
+5.9%
Q1 2021$1,643,000
-1.6%
6,391
-3.0%
0.24%
-12.8%
Q4 2020$1,669,000
+12.2%
6,587
+0.7%
0.27%
-8.7%
Q3 2020$1,488,000
+12.6%
6,539
-0.0%
0.30%
+5.6%
Q2 2020$1,322,000
+25.4%
6,542
-2.7%
0.28%
+12.3%
Q1 2020$1,054,000
-17.9%
6,725
-4.6%
0.25%
+3.3%
Q4 2019$1,284,000
+21.1%
7,048
+10.6%
0.24%
+13.4%
Q3 2019$1,060,000
+1.7%
6,3750.0%0.22%
+1.9%
Q2 2019$1,042,000
+4.5%
6,3750.0%0.21%
-0.9%
Q1 2019$997,000
+24.9%
6,375
+7.3%
0.21%
+18.2%
Q4 2018$798,000
-39.2%
5,943
-27.0%
0.18%
-69.3%
Q3 2018$1,312,000
-13.4%
8,144
-19.4%
0.59%
+84.1%
Q2 2018$1,515,000
+4.8%
10,110
-0.7%
0.32%
+3.6%
Q1 2018$1,445,000
-0.1%
10,186
-1.0%
0.31%
+1.6%
Q4 2017$1,447,000
+5.9%
10,291
-0.1%
0.30%
-0.3%
Q3 2017$1,367,000
+7.6%
10,299
+2.9%
0.30%
+5.5%
Q2 2017$1,271,000
-10.0%
10,006
-13.8%
0.29%
-13.5%
Q1 2017$1,413,000
+0.1%
11,614
-8.3%
0.33%
-2.6%
Q4 2016$1,412,000
+2106.2%
12,664
+2133.5%
0.34%
+3711.1%
Q3 2016$64,000
-93.9%
567
-94.2%
0.01%
-96.9%
Q2 2016$1,041,000
+41.6%
9,712
+40.7%
0.29%
+10.2%
Q1 2016$735,000
+55.7%
6,905
+55.7%
0.26%
+45.9%
Q4 2015$472,000
+260.3%
4,434
+238.7%
0.18%
+223.2%
Q3 2015$131,000
+0.8%
1,309
+8.2%
0.06%
+14.3%
Q2 2015$130,000
+2.4%
1,2100.0%0.05%0.0%
Q1 2015$127,000
+0.8%
1,2100.0%0.05%
-3.9%
Q4 2014$126,000
+4.1%
1,2100.0%0.05%
-7.3%
Q3 2014$121,000
+0.8%
1,2100.0%0.06%
-5.2%
Q2 2014$120,000
+6.2%
1,2100.0%0.06%
-3.3%
Q1 2014$113,0000.0%1,2100.0%0.06%
-3.2%
Q4 2013$113,000
+10.8%
1,2100.0%0.06%
-3.1%
Q3 2013$102,000
+7.4%
1,2100.0%0.06%
-1.5%
Q2 2013$95,0001,2100.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 69,467$14,862,00029.40%
Jentner Corp 159,842$34,198,00027.30%
Bromfield Sneider Wealth Advisors 98,269$21,025,00024.86%
Safeguard Financial, LLC 110,078$23,551,00021.81%
Peninsula Wealth, LLC 238,358$50,997,00018.00%
Benchmark Wealth Management, LLC 107,069$22,907,00017.96%
NSI Retail Advisors, LLC 281,887$60,310,00017.86%
Axiom Advisory, LLC 70,154$15,011,00017.84%
Corrigan Financial, Inc. 210,823$45,105,62817.10%
EdgeRock Capital LLC 131,445$28,123,00016.02%
View complete list of VANGUARD INDEX FDS shareholders